See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,085 | $138,044+19.6% | $125,339+31.7% | $134,475+22.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.02% | 750.33%-770.3pp | 572.05%-592.1pp | 417.96%-438.0pp |
| Employer contribution / active EE | $5,125 | $5,243-2.3% | $4,814+6.5% | $4,740+8.1% |
| Participant deferral / active EE | $13,782 | $7,799+76.7% | $7,446+85.1% | $6,400+115.4% |
| Admin fee / account holder | $123 | $11,571-98.9% | $10,010-98.8% | $11,426-98.9% |